Association Banking Director of Relationship Management

Association Banking Director of Relationship Management

Requisition Number : ASSOC
014739

• Posted :
  August 21, 2026
• Full-Time
• Hybrid

Showing 1 location

Clearwater Branch
26417 US Highway 19 N
Clearwater, FL 33761, USA

Clearwater Branch
26417 US Highway 19 N
Clearwater, FL 33761, USA

The Association Banking, Director of Relationship Management is responsible for managing and directing the current Association Banking ("AB") sales process. This position reviews, modifies, and creates the client management and sales process, to maximize profitability and client satisfaction. The Association Banking, Director of Relationship Management actively participates in professional industry groups and conferences, representing the bank and the interests of our clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Prospects for new accounts and relationships for the department. Manages and maintains existing relationships, to ensure profitability and long-term client satisfaction.

2. Evaluates and updates the AB sales process to ensure bank policies are followed, and group is maximizing profitability and client satisfaction.

3. Coach AB Relationship Managers on sales process, client solutions, and industry best-practices.

4. Work with internal and external partners to validate current product offerings, analyze and recommend new product solutions.

5 Participate with management and internal partners on new projects, data collection, and reports.

6. Collaborates with the Training Department on training sessions for AB Relationship Managers.

7. Act as an escalation point for general department inquiries or complaints.

8. Serve as a liaison between the internal partners and the Association Banking department for sales and product related updates, processes, and efficiencies.

9. Works in a constant state of alertness and in a safe manner.

10. Completes all requires BSA/AML training and other compliance training as assigned.

11. Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree plus 5 years related experience and/or training and 5 years related management experience, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to write speeches and articles for publication that conform to prescribed style and format;
Ability to effectively present information to top management, public groups, and/or boards of directors.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

Community Association Manager's License, or to be acquired within 6 months of hiring.

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

SOFTWARE SKILLS REQUIRED

Advanced :
Contact Management, Database

Intermediate :
Accounting, Presentation/PowerPoint , Spreadsheet, Word Processing/Typing

Basic :
Alphanumeric Data Entry

RESPONSIBILITIES FOR WORK OF OTHERS

Supervises a small group (1-3) of employees in the same or lower classification. Assigns and checks work; assists and instructs as required, but performs same work as those supervised, or closely related work, most of the time. Content of the work supervised is of a non-technical nature and does not vary in complexity to any great degree.

SUPERVISORY RESPONSIBILITIES

No direct supervision, but collaborates on AB Relationship Manager reviews.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.

While performing the functions of this job, the employee is regularly required to talk or hear; occasionally required to climb or balance, stoop, kneel, crouch, or crawl, reach with hands and arms, stand, walk, use hands to finger, handle, or feel; frequently required to sit. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

WORKING…